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Fraser Chapman
Kyle Watters
Elena Panova

1 First Canadian Place
40th Floor , P.O. Box 150
Toronto, ON
M5X 1H3

Our approach is different. Because our clients are different.

What is most important to you?

Our team will tailor a solution specifically for you, to maximize opportunities and mitigate potential challenges down the road. We apply disciplined, holistic, transparent and independent guidance, maintaining open and regular collaborative lines of communication, listening to you, and keeping you informed.
Our specialized team of experts are here to understand your life priorities and deliver on our commitment to:

Assess your financial goals and level of risk tolerance
Put your customized investment plan into action, monitoring its progress over both the short and long term, with a responsibility to keep you informed based on your needs
Develop a strategic and effective in-depth plan based on your current financial picture
Meet at your desired frequency to review your portfolio, re-evaluate and re-balance where necessary to achieve meaningful performance